AccuLynx Financials API

Manage financial records, worksheets, worksheet items, and amendments for a job.

Operations 5

GET /financials/{financialsId} Get Financials #
GET /financials/{financialsId}/amendments Get Financial Amendments #
GET /financials/{financialsId}/amendments/{financialsAmendmentId} Get Financial Amendment #
GET /financials/{financialsId}/worksheet Get Worksheet #
POST /financials/{financialsId}/worksheet/items Create Worksheet Item #

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OpenAPI Specification

acculynx-financials-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  version: 2.2614.0
  title: AccuLynx API V2 Financials API
  description: 'If you are experiencing issues integrating with this API, please work with your web developer to review your programming before reaching out to us with an issue as we do not provide web development consulting services.


    API keys are for our customers only. If you are a business that is looking to integrate with AccuLynx, either on behalf of our customers or on your own, please click here to request access. Failure to do so can result in suspension of the AccuLynx account.


    The AccuLynx API provides customers programmatic access to their data within AccuLynx.


    The base url for these endpoints: is https://api.acculynx.com/api/v2


    Using SwaggerHub, you have the ability to test against a virtual server or you can test against the API itself. The virtual server is a mock server that allows you to test your calls without affecting your production data. Testing against the virtual server will always respond with a fixed response regardless of your inputs. It is provided to give you a production model of the information returned.


    Testing against the API requires an API Key and will affect your real production data. Get your API key from your AccuLynx API page. From the Servers list box below, select the api.acculynx.com site. When you click on green Authorize button next to the Servers list box, you will be prompted for a Bearer token. Enter your API Key and click Authorize again.


    To make it easier to connect AccuLynx to other applications you use, we have made our Zapier integration publicly available. Instead of contacting us to help you enable the use of Zapier to integrate additional applications with AccuLynx, you can now get started by going to the Zapier website (https://zapier.com) and searching for the AccuLynx application. Zaps are automated tasks that you run over and over again between AccuLynx and other online applications. We have an action that allows you to pair with a trigger to create leads in AccuLynx and a trigger as well as other actions and triggers coming in the near future! To get started search for AccuLynx on the Zapier website!


    If you don’t already have a Zapier account, create one or log into your https://zapier.com/account.


    AccuLynx Action ZAP basic documentation: https://support.acculynx.com/hc/en-us/articles/360034839751-Creating-a-Zap-with-Zapier'
  termsOfService: https://my.acculynx.com/signin/TermsView
  contact:
    email: api@acculynx.com
    url: https://api.acculynx.com/
  license:
    name: Proprietary
    url: https://my.acculynx.com/signin/TermsView
servers:
- description: AccuLynx Production Base Url
  url: https://api.acculynx.com/api/v2
security:
- bearerAuth: []
tags:
- name: Financials
  description: Manage financial records, worksheets, worksheet items, and amendments for a job.
paths:
  /financials/{financialsId}:
    get:
      summary: Get Financials
      description: Use this endpoint to get the Financials for the specified financialID. **Supported includes:** `worksheet`, `amendments`.
      operationId: getFinancialsByFinancialId
      parameters:
      - $ref: '#/components/parameters/financialsIdPath'
      - $ref: '#/components/parameters/financialIncludesQuery'
      responses:
        '200':
          description: 'OK

            '
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/financials'
        '400':
          $ref: '#/components/responses/400BadRequest'
        '401':
          $ref: '#/components/responses/401Unauthorized'
        '404':
          $ref: '#/components/responses/404NotFound'
      tags:
      - Financials
  /financials/{financialsId}/amendments:
    get:
      summary: Get Financial Amendments
      description: Use this endpoint to get a specific Financial's Amendments.
      operationId: getWorksheetAmendmentsById
      parameters:
      - $ref: '#/components/parameters/financialsIdPath'
      - $ref: '#/components/parameters/pageSizeQuery'
      - $ref: '#/components/parameters/pageNumberQuery'
      responses:
        '200':
          description: 'OK

            '
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/worksheetAmendmentCollection'
        '400':
          $ref: '#/components/responses/400BadRequest'
        '401':
          $ref: '#/components/responses/401Unauthorized'
        '404':
          $ref: '#/components/responses/404NotFound'
        '416':
          $ref: '#/components/responses/416RangeNotSatisfiable'
      tags:
      - Financials
  /financials/{financialsId}/amendments/{financialsAmendmentId}:
    get:
      summary: Get Financial Amendment
      description: Use this endpoint to get a specific Amendment.
      operationId: getWorksheetAmendmentById
      parameters:
      - $ref: '#/components/parameters/financialsIdPath'
      - $ref: '#/components/parameters/worksheetAmendmentIdPath'
      responses:
        '200':
          description: 'OK

            '
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/worksheetAmendment'
        '400':
          $ref: '#/components/responses/400BadRequest'
        '401':
          $ref: '#/components/responses/401Unauthorized'
        '404':
          $ref: '#/components/responses/404NotFound'
      tags:
      - Financials
  /financials/{financialsId}/worksheet:
    get:
      summary: Get Worksheet
      description: Use this endpoint to get a specific Worksheet by financial ID.
      operationId: getWorksheetById
      parameters:
      - $ref: '#/components/parameters/financialsIdPath'
      responses:
        '200':
          description: 'OK

            '
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/worksheet'
        '400':
          $ref: '#/components/responses/400BadRequest'
        '401':
          $ref: '#/components/responses/401Unauthorized'
        '404':
          $ref: '#/components/responses/404NotFound'
      tags:
      - Financials
  /financials/{financialsId}/worksheet/items:
    post:
      summary: Create Worksheet Item
      description: 'Creates a new item in a worksheet using its financial ID. If the worksheet does not exist, it will be created, and the sectionId parameter should be left empty. If the worksheet already exists, you must provide the sectionId parameter, which should be a valid section ID within the worksheet.


        This endpoint is rate limited. Use the `RateLimit-*` response headers to check current limits and remaining quota.'
      operationId: postWorksheetSectionItem
      parameters:
      - $ref: '#/components/parameters/financialsIdPath'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/worksheetItemPost'
      responses:
        '201':
          description: 'Created

            '
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/idPost'
        '400':
          $ref: '#/components/responses/400BadRequest'
        '401':
          $ref: '#/components/responses/401Unauthorized'
        '404':
          $ref: '#/components/responses/404NotFound'
        '429':
          $ref: '#/components/responses/429TooManyRequests'
      tags:
      - Financials
components:
  responses:
    416RangeNotSatisfiable:
      description: Range Not Satisfiable.
      content:
        application/json:
          schema:
            type: object
            properties:
              message:
                type: string
          examples:
            RangeNotSatisfiable:
              summary: Range Not Satisfiable
              value:
                message: The range of data requested from the resource is invalid.
            PaginationRangeNotSatisfiable:
              summary: Pagination Range Not Satisfiable
              value:
                message: The requested pagination range falls outside the available data. Check the `count` field from a prior response and adjust your pagination parameters.
    404NotFound:
      description: The requested resource was not found. Verify the ID in the request path is correct and that the resource exists.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/error'
    429TooManyRequests:
      description: The rate limit for this operation has been exceeded. Use the RateLimit-* response headers to determine when you can retry.
      headers:
        RateLimit-Limit:
          description: The maximum number of requests permitted in the current window.
          schema:
            type: integer
        RateLimit-Remaining:
          description: The number of requests remaining in the current window (always 0 on a 429 response).
          schema:
            type: integer
        RateLimit-Reset:
          description: Seconds until the rate limit window resets. Same as `Retry-After` on a 429.
          schema:
            type: integer
        RateLimit-Policy:
          description: The policy and window that was exceeded (e.g., `company-write:hourly` or `company-write:daily`).
          schema:
            type: string
        Retry-After:
          description: Seconds to wait before retrying the request.
          schema:
            type: integer
      content:
        text/plain:
          schema:
            type: string
          example: Hourly rate limit exceeded. Please try again later.
    400BadRequest:
      description: The request was malformed or contained invalid field values. Check the error response body for details.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/error'
    401Unauthorized:
      description: The API key provided is missing, invalid, or has been deactivated. Verify your API key and try again.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/error'
  schemas:
    worksheetLink:
      type: object
      properties:
        id:
          type: string
          format: uuid
          description: The unique identifier of the Worksheet.
          example: 01a7cfc1-2231-4589-9657-7f3004c06bd3
        _link:
          type: string
          description: The unique URI of the Worksheet for the specified Job.
          example: https://api.acculynx.com/api/v2/financials/01a7cfc1-2231-4589-9657-7f3004c06bd3/worksheet
    idPost:
      type: object
      properties:
        id:
          type: string
          format: uuid
          description: The unique identifier of the resource to post.
    worksheetSection:
      type: object
      properties:
        id:
          type: string
          format: uuid
          description: The unique ID for the Worksheet section.
          example: 43bc3071-8701-4514-92d2-0ab6934bbacc
        sectionType:
          type: string
          description: An identifier for the type of Worksheet section.
          enum:
          - Invoice
          - Work Not Doing
          - Supplements
          - Discounts
          - Upgrades
          - Change Order
          - Worksheet
          - Insurance Claim
          example: Worksheet
        totalPrice:
          type: number
          description: The total price of this Worksheet worksheet section.
        items:
          type: array
          items:
            $ref: '#/components/schemas/worksheetItem'
    baseCollection:
      type: object
      properties:
        count:
          type: integer
          description: The total number of items matching the current query.
        pageSize:
          type: integer
          description: The requested or default page size.
        pageStartIndex:
          type: integer
          description: The requested or default index of the first element to return.
    worksheetAmendmentLink:
      type: object
      properties:
        id:
          type: string
          format: uuid
          description: The unique identifier of the Amendment.
          example: bf840f50-8a19-45d6-b6e8-86ad5db500af
        _link:
          type: string
          description: The unique URI of the Amendment.
          example: https://api.acculynx.com/api/v2/financials/01a7cfc1-2231-4589-9657-7f3004c06bd3/amendments/bf840f50-8a19-45d6-b6e8-86ad5db500af
    worksheet:
      allOf:
      - $ref: '#/components/schemas/worksheetLink'
      - type: object
        properties:
          jobId:
            type: string
            format: uuid
            description: The unique identifier of the Job this Worksheet is for.
            example: 01a7cfc1-2231-4589-9657-7f3004c06bd3
          currentState:
            type: string
            description: The current state of the Worksheet.
            example: Approved
          totalPrice:
            type: number
            description: The total price of the Worksheet.
          title:
            type: string
            description: The title of the Worksheet.
          sections:
            type: array
            items:
              $ref: '#/components/schemas/worksheetSection'
    worksheetAmendment:
      allOf:
      - $ref: '#/components/schemas/worksheetAmendmentLink'
      - type: object
        properties:
          jobId:
            type: string
            format: uuid
            description: The unique identifier of the Amendment.
            example: 01a7cfc1-2231-4589-9657-7f3004c06bd3
          currentState:
            type: string
            description: The current state of the Amendment.
            example: Approved
          totalPrice:
            type: number
            description: The total price of the Amendment.
          title:
            type: string
            description: The title of the Amendment.
          createdDate:
            type: string
            description: The date/time the Amendment was created in UTC format.
            example: '2015-07-28T17:48:59Z'
          modifiedDate:
            type: string
            description: The date/time the Amendment was last modified in UTC format.
            example: '2015-08-01T12:05:03Z'
          sections:
            type: array
            items:
              $ref: '#/components/schemas/worksheetSection'
    financials:
      allOf:
      - $ref: '#/components/schemas/financialsLink'
      - type: object
        properties:
          jobId:
            type: string
            format: uuid
            description: The unique identifier of the Job these financials are for.
            example: 01a7cfc1-2231-4589-9657-7f3004c06bd3
          approvedJobValue:
            type: number
            description: The current approved Job Value.
            example: 123.45
          balanceDue:
            type: number
            description: The current amount still owed on the job.
            example: 123.45
          worksheetSectionTotals:
            type: object
            description: The totals of the Worksheet Sections on the Worksheet including all Amendment(s).
            $ref: '#/components/schemas/worksheetSectionTotals'
          worksheet:
            description: The Worksheet of the Job these financials are for.
            items:
              $ref: '#/components/schemas/worksheetLink'
          amendments:
            type: array
            description: The Amendments of the Job these financials are for.
            items:
              $ref: '#/components/schemas/worksheetAmendmentLink'
    error:
      type: object
      properties:
        type:
          type: string
          description: The URI of an explanation of the error
          example: https://tools.ietf.org/html/rfc7235#section-3.1
        title:
          type: string
          description: Error description
          example: This error happened.
        status:
          type: number
          description: HTTP status code
          example: 400
        detail:
          type: string
          description: Any details available for this error
          example: More info about this error.
        traceId:
          type: string
          description: An identifier that may be useful to AccuLynx support
          example: '|40f2a8f1-4db865dd47a69226.'
      required:
      - type
      - title
      - status
    financialsLink:
      type: object
      properties:
        id:
          type: string
          format: uuid
          description: The unique identifier of the Financials.
          example: 01a7cfc1-2231-4589-9657-7f3004c06bd3
        _link:
          type: string
          description: The unique URI of the Financials for the specified Job.
          example: https://api.acculynx.com/api/v2/jobs/01a7cfc1-2231-4589-9657-7f3004c06bd3/financials
    worksheetAmendmentCollection:
      allOf:
      - $ref: '#/components/schemas/baseCollection'
      - type: object
        properties:
          items:
            type: array
            items:
              $ref: '#/components/schemas/worksheetAmendment'
    worksheetItem:
      type: object
      properties:
        id:
          type: string
          format: uuid
          description: The unique ID for the item.
          example: 79bd84ff-a16a-4358-b1de-be5071c0f19c
        itemName:
          type: string
          description: The name of the item.
        price:
          type: number
          description: The user entered price for this item.
        totalPrice:
          type: number
          description: Represents the contribution to the total of this Worksheet.
        parentItemId:
          type: string
          description: The unique ID for the parent item of this item.
          example: 79bd84ff-a16a-4358-b1de-be5071c0f19c
        hierarchySortOrder:
          type: number
          description: Represents the user set sort order defined on this Worksheet.
        tradeId:
          type: string
          format: uuid
          description: The unique ID for the trade of this item.
          example: e8ea8f4c-14ca-4bdf-8fe6-882410316757
    worksheetSectionTotals:
      type: object
      properties:
        worksheetTotal:
          type: number
          description: The total of all worksheet sections across both the Worksheet and any Amendment(s).
          example: 123.45
        changeOrderTotal:
          type: number
          description: The total of all change order sections across both the Worksheet and any Amendment(s).
          example: 123.45
        insuranceClaimTotal:
          type: number
          description: The total of all insurance claim sections across both the Worksheet and any Amendment(s).
          example: 123.45
        upgradeTotal:
          type: number
          description: The total of all upgrade sections across both the Worksheet and any Amendment(s).
          example: 123.45
        discountTotal:
          type: number
          description: The total of all discount sections across both the Worksheet and any Amendment(s).
          example: 123.45
        supplementTotal:
          type: number
          description: The total of all supplement sections across both the Worksheet and any Amendment(s).
          example: 123.45
        workNotDoingTotal:
          type: number
          description: The total of all work not doing sections across both the Worksheet and any Amendment(s).
          example: 123.45
    worksheetItemPost:
      type: object
      properties:
        sectionId:
          type:
          - string
          - 'null'
          format: uuid
          description: The unique ID of the worksheet section where the item will be created. If the worksheet does not exist, this field should be left empty.
          example: acbac5e9-3728-4d23-a902-1fefb639677e
        parentItemId:
          type:
          - string
          - 'null'
          format: uuid
          description: The unique ID for the parent item of this item.
          example: 3ba56c6b-6bcc-4f9c-857f-48b2f5a2f83c
        itemName:
          type:
          - string
          - 'null'
          description: The name of the item.
          example: Accident Debris Clean Up.
          maxLength: 28000
        description:
          type:
          - string
          - 'null'
          description: The description of the item.
          example: Cleanup of all debris created when car crashed the house.
          maxLength: 63000
        quantity:
          type:
          - integer
          - 'null'
          description: The quantity for this item.
          example: 5
        unitOfMeasure:
          type:
          - string
          - 'null'
          format: uuid
          description: The unique ID for the unit of measure.
          example: 65d44fe6-a627-4ef4-a3a4-a948565e0309
        costPerUnit:
          type:
          - number
          - 'null'
          description: The cost/unit for this item.
          example: 2.35
        cost:
          type:
          - number
          - 'null'
          description: The cost for this item.
          example: 1.55
        price:
          type: number
          description: The price for this item.
          example: 5.55
      required:
      - price
  parameters:
    financialsIdPath:
      name: financialsId
      in: path
      description: The Financial's unique identifier
      required: true
      schema:
        type: string
        format: uuid
    pageSizeQuery:
      name: pageSize
      in: query
      description: How many items to be returned at a time.
      required: false
      schema:
        type: integer
    pageNumberQuery:
      name: pageStartIndex
      in: query
      description: The index of the page to return
      required: false
      schema:
        type: integer
        default: 0
    financialIncludesQuery:
      name: includes
      in: query
      description: Optional fields to include in full with the response
      required: false
      schema:
        type: string
        enum:
        - amendments
        - worksheet
        - amendments worksheet
    worksheetAmendmentIdPath:
      name: financialsAmendmentId
      in: path
      description: The Worksheet's Amendment's unique identifier
      required: true
      schema:
        type: string
        format: uuid
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
x-provenance:
  method: searched
  source: https://apidocs.acculynx.com/reference
  harvested: '2026-10-28'
  tool: harvest-readme-openapi.py
  note: Assembled verbatim from the OpenAPI definition ReadMe embeds in each operation page of the provider's developer portal; paths and components merged by API title, nothing authored.
  assembled_from:
  - https://apidocs.acculynx.com/reference/createjob.md
  - https://apidocs.acculynx.com/reference/getaccountingintegrationssyncchangesforjob.md
  - https://apidocs.acculynx.com/reference/getaccounttypebyid.md
  - https://apidocs.acculynx.com/reference/getacculynxcountries.md
  - https://apidocs.acculynx.com/reference/getacculynxcountry.md
  - https://apidocs.acculynx.com/reference/getacculynxstate.md
  - https://apidocs.acculynx.com/reference/getacculynxstates.md
  - https://apidocs.acculynx.com/reference/getacculynxunitsofmeasure-1.md
  - https://apidocs.acculynx.com/reference/getactiveaccounttypes.md
  - https://apidocs.acculynx.com/reference/getactiveleadsources.md
  - https://apidocs.acculynx.com/reference/getadjusterforjob.md
  - https://apidocs.acculynx.com/reference/getappointmentbyid.md
  - https://apidocs.acculynx.com/reference/getappointments.md
  - https://apidocs.acculynx.com/reference/getarownerforjob.md
  - https://apidocs.acculynx.com/reference/getcalendars.md
  - https://apidocs.acculynx.com/reference/getcompanydocumentfolders.md
  - https://apidocs.acculynx.com/reference/getcompanyrepresentativeforjob.md
  - https://apidocs.acculynx.com/reference/getcompanysettings.md
  - https://apidocs.acculynx.com/reference/getcompanysettingscustomfields.md
  - https://apidocs.acculynx.com/reference/getcompanysettingsjobsettingsjobcategories.md
  - https://apidocs.acculynx.com/reference/getcompanysettingsjobsettingstradetypes.md
  - https://apidocs.acculynx.com/reference/getcompanysettingsjobsettingsworktypes.md
  - https://apidocs.acculynx.com/reference/getcompanysettingslocationsettingscountries.md
  - https://apidocs.acculynx.com/reference/getcompanysettingslocationsettingscountriescountryidstates.md
  - https://apidocs.acculynx.com/reference/getcontact.md
  - https://apidocs.acculynx.com/reference/getcontactcustomfieldbyid.md
  - https://apidocs.acculynx.com/reference/getcontactcustomfields.md
  - https://apidocs.acculynx.com/reference/getcontactemailaddressbyid.md
  - https://apidocs.acculynx.com/reference/getcontactemailaddresses.md
  - https://apidocs.acculynx.com/reference/getcontactjobs.md
  - https://apidocs.acculynx.com/reference/getcontactphonenumber.md
  - https://apidocs.acculynx.com/reference/getcontactphonenumberbyid.md
  - https://apidocs.acculynx.com/reference/getcontacts.md
  - https://apidocs.acculynx.com/reference/getcontacttypes.md
  - https://apidocs.acculynx.com/reference/getcurrentjobmilestone.md
  - https://apidocs.acculynx.com/reference/getestimatebyid.md
  - https://apidocs.acculynx.com/reference/getestimates.md
  - https://apidocs.acculynx.com/reference/getestimatesectionbyid.md
  - https://apidocs.acculynx.com/reference/getestimatesectionitem.md
  - https://apidocs.acculynx.com/reference/getestimatesectionitems.md
  - https://apidocs.acculynx.com/reference/getestimatesections.md
  - https://apidocs.acculynx.com/reference/getestimatesforjob.md
  - https://apidocs.acculynx.com/reference/getfinancialsbyfinancialid.md
  - https://apidocs.acculynx.com/reference/getfinancialsforjob.md
  - https://apidocs.acculynx.com/reference/getfinancialssupplementitemcollection.md
  - https://apidocs.acculynx.com/reference/getfinancialssupplementnotationcollection.md
  - https://apidocs.acculynx.com/reference/getfinancialssupplementsforcompany.md
  - https://apidocs.acculynx.com/reference/getinitialappointmentforjob.md
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